Long Equity
Long Equity runs a single concentrated investment strategy consisting of value-creating and price-setting companies. He holds a Masters degree in banking and a PhD in quantitative modeling.
❄️ Global Compounders Database: December Update
Hello. Here's the December update of the Global Compounders Database. You can find the download link on the Exclusive Content tab. Let's take a look at three observations covering what's new and what stands out. 1. Waste Connections is one of the most linear
🦡 ⏲ New research report: Badger Meter - understanding a compounding machine
🎄The Long Equity Annual Letter
🇫🇮🇸🇪 High-Quality Software Companies in the Nordics
I recently ran a screen across publicly listed software companies in the Nordics to identify businesses with durable economics and attractive long-term growth characteristics. From the initial universe, a subset of companies passed a first-stage filter focused on are they in the Nordics and are they selling software. I then